Betterment »

Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Betterment

Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Sch Fnd Us Lg Etf schwb fdt us lg

Tip: Access up to 7 years of quarterly data

All positions including Sch Fnd Us Lg Etf schwb fdt us lg held by Betterment consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sch Fnd Us Lg Etf schwb fdt us lg by Betterment

Quarter filed Position value Share count Share price at filing
2025-09-30 $880k 34k 26.30
2025-06-30 $712k 29k 24.55
2025-03-31 $317k 13k 23.59
2024-12-31 $353k 15k 23.69
2024-09-30 $366k 5.1k 71.72
2024-06-30 $354k 5.3k 66.96
2024-03-31 $521k 7.7k 67.33
2023-12-31 $382k 6.2k 61.91
2023-09-30 $352k 6.3k 55.94